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Level 2

Reports combine expenses from 2 accounts. Need separate expense info.

Hi to the community,

I am certainly not an expert with quick books and am starting to use the "reports". This should be simple.

 

I have two accounts. Both have the same expense, in my case "Fuel" (we are a flight school). When doing the "Profit and Loss" report, the numbers seem to reflect numbers that combine both of the accounts. So, for example, account #1 and account #2 both have expenses for Fuel. 

 

All that I wish to do is to determine how much Fuel was purchased in each separate account. I did look at the "filter" options in the "Customize" area for reports but I still kept getting combined results.

 

Thank You

Tom

Solved
Best answer July 07, 2020

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QuickBooks Team

Reports combine expenses from 2 accounts. Need separate expense info.

Welcome to the Community, @miner_tom.

 

I'd be glad to help you customize a report so that you can see the details on the two expense account in QuickBooks. 

 

You can run a separate report since you need specific details. I recommend running and customizing the Transaction Detail by Account report. I'll guide you through the steps:

 

  1. From the left pane, go to the Reports menu.
  2. Enter Transaction Detail by Account in the search box.
  3. Click on the Customize button.
  4. Edit the Report period.
  5. In the Filter section, tick the box for Distribution Account.
  6. Select the drop-down icon to choose the two expense accounts only. You can do that by ticking the boxes for each account name. (I added a screenshot for additional guide).


     
  7. Verify the details then select the Run Report button.

 

You can check out the screenshot below to see the comparison before and after customizing the report for your reference.

 

 

Once done, you can save your customization so that you can easily run a report with the template you've setup, it's called memorize report in QuickBooks. Here's an article that can help you through the steps: Run reports in QuickBooks Online. This article also contains a series of topics on how to manage reports such as running payroll reports, aging transaction reports and many more.

 

I'll be here if you have any concerns or questions just let me know in the comment section below. Stay safe and have a wonderful day ahead.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Reports combine expenses from 2 accounts. Need separate expense info.

Welcome to the Community, @miner_tom.

 

I'd be glad to help you customize a report so that you can see the details on the two expense account in QuickBooks. 

 

You can run a separate report since you need specific details. I recommend running and customizing the Transaction Detail by Account report. I'll guide you through the steps:

 

  1. From the left pane, go to the Reports menu.
  2. Enter Transaction Detail by Account in the search box.
  3. Click on the Customize button.
  4. Edit the Report period.
  5. In the Filter section, tick the box for Distribution Account.
  6. Select the drop-down icon to choose the two expense accounts only. You can do that by ticking the boxes for each account name. (I added a screenshot for additional guide).


     
  7. Verify the details then select the Run Report button.

 

You can check out the screenshot below to see the comparison before and after customizing the report for your reference.

 

 

Once done, you can save your customization so that you can easily run a report with the template you've setup, it's called memorize report in QuickBooks. Here's an article that can help you through the steps: Run reports in QuickBooks Online. This article also contains a series of topics on how to manage reports such as running payroll reports, aging transaction reports and many more.

 

I'll be here if you have any concerns or questions just let me know in the comment section below. Stay safe and have a wonderful day ahead.

View solution in original post

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